National Wealth Management Group’s First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF FPXI Stock Holding History

National Wealth Management Group’s Portfolio FPXI Stock Details FPXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$249K	Buy	+2,974	New	+$220K	0.08%	198
2025 Q1	–	Sell	-5,643	Closed	-$266K	–	159
2024 Q4	$266K	Sell	5,643 -511	-8%	-$25K	0.18%	115
2024 Q3	$298K	Sell	6,154 -1,012	-14%	-$47.8K	0.2%	116
2024 Q2	$337K	Sell	7,166 -501	-7%	-$23.3K	0.26%	85
2024 Q1	$354K	Sell	7,667 -291	-4%	-$12.8K	0.28%	96
2023 Q4	$336K	Sell	7,958 -1,869	-19%	-$74.2K	0.33%	94
2023 Q3	$378K	Sell	9,827 -100	-1%	-$4.02K	0.41%	82
2023 Q2	$406K	Sell	9,927 -546	-5%	-$21.7K	0.42%	76
2023 Q1	$410K	Sell	10,473 -1,490	-12%	-$59.9K	0.47%	68
2022 Q4	$465K	Sell	11,963 -2,453	-17%	-$91.9K	0.56%	51
2022 Q3	$515K	Sell	14,416 -7,602	-35%	-$314K	0.67%	36
2022 Q2	$954K	Sell	22,018 -1,522	-6%	-$68K	1.2%	19
2022 Q1	$1.15M	Sell	23,540 -7,119	-23%	-$362K	1.11%	24
2021 Q4	$1.77M	Buy	+30,659	New	+$1.92M	1.65%	15

Other funds holding FPXI

NFG

Northbridge Financial Group Tampa, Florida $261M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

TBF

True Blue Financial Stevensville, Michigan $237M AUM

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

National Wealth Management Group's FPXI Position: Q2 2026 in Review

National Wealth Management Group opened a new position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF (FPXI) in Q2 2026: 2,974 shares worth $249K. The stake represents 0.08% of the portfolio and ranks #198 among its holdings. This is a return to the name: National Wealth Management Group previously reported a position in FPXI as recently as Q4 2024.

National Wealth Management Group first reported a position in FPXI in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.77M in Q4 2021. 10 funds tracked by Wall St. Rank hold FPXI as of Q2 2026.

National Wealth Management Group held 2,974 shares of First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF worth $249K as of Q2 2026.
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF was a new National Wealth Management Group position in Q2 2026.
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF made up 0.08% of National Wealth Management Group's portfolio in Q2 2026, its #198 holding.
National Wealth Management Group first reported a position in First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF in Q4 2021 and has held it in 14 quarters since.
National Wealth Management Group's First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF position peaked at $1.77M in Q4 2021.
10 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.